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WBI Investments’s Whirlpool WHR Stock Holding History

WBI Investments’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,995
Closed -$1.17M – 331
2025
Q1 		$1.17M Sell
12,995
-4,151
-24% -$440K 0.31% 92
2024
Q4 		$1.96M Sell
17,146
-35,692
-68% -$3.94M 0.49% 60
2024
Q3 		$5.65M Buy
52,838
+23,584
+81% +$2.37M 1.36% 9
2024
Q2 		$2.99M Buy
+29,254
New +$2.85M 0.72% 38
2023
Q2 		– Sell
-20,465
Closed -$2.7M – 233
2023
Q1 		$2.7M Buy
20,465
+10,846
+113% +$1.54M 0.54% 45
2022
Q4 		$1.36M Buy
9,619
+2,877
+43% +$409K 0.29% 82
2022
Q3 		$908K Buy
6,742
+4,784
+244% +$762K 0.26% 58
2022
Q2 		$303K Buy
+1,958
New +$340K 0.07% 104
2021
Q2 		– Sell
-3,999
Closed -$881K – 249
2021
Q1 		$881K Sell
3,999
-201
-5% -$39.9K 0.14% 108
2020
Q4 		$758K Buy
+4,200
New +$805K 0.11% 109
2019
Q2 		– Sell
-10,449
Closed -$1.39M – 303
2019
Q1 		$1.39M Buy
+10,449
New +$1.38M 0.11% 141
2017
Q1 		– Sell
-41,836
Closed -$7.6M – 381
2016
Q4 		$7.6M Buy
+41,836
New +$6.93M 0.33% 62

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WBI Investments's WHR Position: Q2 2025 in Review

WBI Investments sold out of Whirlpool (WHR) in Q2 2025, closing a stake of 12,995 shares — an estimated $1.17M sold.

WBI Investments first reported a position in WHR in Q4 2016 and held it in 12 quarters. The position peaked at $7.6M in Q4 2016. 538 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

  • WBI Investments reported no remaining Whirlpool position as of Q2 2025 after selling out during the quarter.
  • WBI Investments sold 12,995 Whirlpool shares in Q2 2025, an estimated $1.17M.
  • WBI Investments first reported a position in Whirlpool in Q4 2016 and held it in 12 quarters.
  • WBI Investments's Whirlpool position peaked at $7.6M in Q4 2016.
  • 538 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on WBI Investments's 13F filing for Q2 2025, filed 11 Aug 2025.